Integrate Holded with Act! 365

Send information between Holded and Act! 365 automatically, without writing any code, using Zoho Flow.

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Generate a new contact in Act! 365 each time a new contact is created in Holded

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Act! 365 whenever a new contact is added in Holded.

How it works
  1. The flow triggers when a new contact is created in Holded.
  2. Zoho Flow creates a new contact in Act! 365.
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Generate a new contact in Act! 365 each time a new contact is created in Holded

Holded + Act! 365

Build your own integrations between Holded and Act! 365

Connect Holded and Act! 365 with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Holded and Act! 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Service created

Triggers when a new service is created

Payment created

Triggers when a new payment is created

Product created

Triggers when a new product is created

Contact created

Triggers when a new contact is created

Warehouse created

Triggers when a new warehouse is created

Contact group created

Triggers when a new contact group is created

Employee created

Triggers when a new employee is created

Sales channel created

Triggers when a new sales channel is created

Project created

Triggers when a new project is created

Contact created

Triggers when a new contact is created

Opportunity created

Triggers when a new opportunity is created

To-do created

Triggers when a new to-do is created

All Actions - Actions are the automated tasks

Create service

Creates a new service

Create project

Creates a new project

Create payment

Creates a new payment

Create employee

Creates a new employee

Create task

Creates a new task

Create product

Creates a new product

Create contact group

Creates a new contact group

Create sales channel

Creates a new sales channel

Create document

Creates a new document

Create warehouse

Creates a new warehouse

Create contact

Creates a new contact

Update warehouse

Updates the details of an existing warehouse

Update service

Updates the details of an existing service

Update contact

Updates the details of an existing contact

Update sales channel

Updates the details of an existing sales channel

Update employee

Updates the details of an existing employee

Update contact group

Updates the details of an existing contact group

Update document

Updates the details of an existing document

Update project

Updates the details of an existing project

Fetch warehouse

Fetches the details of an existing warehouse using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch payment

Fetches the details of an existing payment using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

Fetch service

Fetches the details of an existing service using ID

Fetch product

Fetches the details of an existing product using ID

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch document

Fetches the details of an existing document using ID

Fetch project

Fetches the details of an existing project using ID

Fetch task

Fetches the details of an existing task using ID

Fetch contact

Fetches the details of an existing contact using ID

Create to-do

Creates a new to-do

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Fetch contact by email

Fetches the details of an existing contact by email address

What is Holded?

Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.

CRM

What is Act! 365?

Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.

Contact Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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